Filed November 13, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,897 | $74,552-17.0% | $62,995-1.7% | $69,631-11.1% |
| Participation rate | 98.2% | 78.3%+19.9pp | 74.8%+23.4pp | 70.7%+27.5pp |
| Annual return | 14.79% | 15.77%-1.0pp | 87.57%-72.8pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $2,702 | $2,929-7.7% | $2,759-2.1% | $2,032+33.0% |
| Participant deferral / active EE | $4,355 | $2,974+46.4% | $3,329+30.8% | $3,224+35.1% |
| Admin fee / account holder | $10 | $59-83.6% | $3,600-99.7% | $110-91.2% |